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🚀 Begin Your Sales Navigator Journey

This page serves as both the Users and Admins' one-stop shop for learning, practicing, and mastering Sales Navigator and its features. You can:

  • Take a course in the Learning Center
  • Sign up for live training or watch one on-demand
  • Learn from real-life best practices
  • Ask questions and engage with like-minded peers in the Community

Whether you are brand new to Sales Navigator or looking to refresh your skills, check out our curated resources to guide your journey.

Choose your path based on your Sales Navigator seat:

ADMIN USER
ADMIN

Onboard to LinkedIn Sales Navigator

Set up your Sales Navigator account so your team can quickly find and engage quality leads.

  1. 1

    Invite users to Sales Navigator

    As an admin, you’re responsible for inviting users to Sales Navigator. Assign your first license. Learn more.

    Add users
  2. 2

    Connect your CRM

    Sales Navigator and CRM are better together. Learn more.

    Connect your CRM
  3. 3

    Sync your licenses with CRM

    Syncing your licenses with your CRM can save your users up to 30 minutes a day. Learn more.

    Sync your licenses
  4. 4

    Add your team’s products and services

    Add your team’s Products and Services to unlock AI insights that power faster and more effective outreach. Learn more.

    Add products
  5. 5

    Unlock expert guidance for admins

    Access on-demand learning for license management, settings, and usage reports.

    Start learning
  6. 6

    Equip your team to win

    Invite your team to Jumpstart – a live training program that sets them up for success with Sales Navigator.

    Schedule training
USER

Activate and Start Using LinkedIn Sales Navigator

A quick guide to complete your license activation and unlock the fastest paths to leads.

  1. 1

    Set up your account

    Explore how to get your account and yourself set up for success.

    *You can skip this if you've already signed up for Sales Navigator or activated your license.

    Activate your license
  2. 2

    Set up a Persona

    Set up a Persona so you can easily identify leads that match your ideal customer profile.

    Expand for more
    1. Click Personas or Show all personas on the homepage.
    2. Click Create new persona and enter a name.
    3. Expand fields and select the best criteria to define your target Persona.
    Create Persona
  3. 3

    Find and save accounts

    Add or save your book of business to Sales Navigator so it surfaces the most relevant leads and alerts.

    Expand for more
    1. Click the Account filters+ button to open Account Search.
    2. Search for an account you work with or are prospecting.
    3. When you find the right accounts, click Save and select an existing list or create a new one.
    Find accounts
  4. 4

    Find and save new leads

    Find decision-makers and warm paths into your target accounts. Save leads based on insights.

    Expand for more
    1. Use the search bar OR Lead filters+ for an Advanced Search.
    2. Apply filters like Personas, Function, or Seniority, then refine further.
    3. Save leads based on insights like past relationships, buyer intent, profile viewers, and team connections.
    4. On results, click Save next to profiles you want to keep.
    Find leads
  5. 5

    Research and engage

    Leverage Lead and Account Pages for a complete view before you reach out.

    Expand for more

    Lead Page: insights, posts, shared affinities, work history, and more.

    Account Page: company overview, hiring trends, org shifts, and key decision-makers.

    Learn more
  6. 6

    Personalize outreach

    Use Sales Navigator to personalize outreach with tailored insights.

    Expand for more

    Review Lead/Account pages to find what you share and what’s driving their interest, then tailor your message.

    Learn More Try it now
  7. 7

    Jumpstart your Sales Navigator journey today

    Join a live workshop with a LinkedIn product expert and learn how to unlock Sales Navigator’s full potential.

    RSVP now

Ready to level up?

Continue your Sales Navigator onboarding journey with the following Community resources.

Master the 9 Best Practices

Learn our 9 Sales Navigator best practices to unlock top performer habits.

Join an Event

Meet, discuss, and network with your Sales Navigator peers.

Get the Latest Product Updates

Stay up to date on the newest Sales Navigator features and enhancements.

Learn the best tips and insights from your Community peers in our curated Member Best Insights for both Admins and Users:

🎒 Continue Learning about Sales Navigator

For both users and Admins, choose the best way you learn, whether it's discussing with others, reading, watching, or practicing it yourself.

Ask & Discuss
Ask the Community on anything Sales Navigator and learn from your peers and experts.
Read More
Check out Community FAQs and get answers to the most commonly asked questions in the Community.
Take More Courses
Complete our Learning Center courses on various Sales Navigator features and earn certificates along the way.
Attend a Live Course
Register for a live webinar with a LinkedIn product expert to master Sales Navigator.

Ask onboarding questions & share best practices with the Community

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